River Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

River Wealth Advisors’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	66,365 -1,585	-2%	-$31.1K	0.14%	98
2026 Q1	$1.33M	Sell	67,950 -27,052	-28%	-$533K	0.15%	97
2025 Q4	$1.88M	Sell	95,002 -8,156	-8%	-$161K	0.21%	79
2025 Q3	$2.03M	Sell	103,158 -1,566	-1%	-$30.8K	0.24%	80
2025 Q2	$2.06M	Buy	104,724 +9,802	+10%	+$192K	0.26%	79
2025 Q1	$1.86M	Buy	94,922 +11,823	+14%	+$231K	0.26%	78
2024 Q4	$1.62M	Buy	+83,099	New	+$1.62M	0.21%	92

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

River Wealth Advisors's BSCR Position: Q2 2026 in Review

River Wealth Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.3% in Q2 2026, selling an estimated $31.1K and leaving 66,365 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #98.

River Wealth Advisors first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q2 2025. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

River Wealth Advisors held 66,365 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.3M as of Q2 2026.
River Wealth Advisors sold 1,585 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $31.1K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.14% of River Wealth Advisors's portfolio in Q2 2026, its #98 holding.
River Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
River Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.06M in Q2 2025.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.